Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / INSTL PFD SECS
-
Number of holders
-
82
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Total 13F shares, excl. options
-
13,068,224
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Shares change
-
+2,569,887
-
Total reported value, excl. options
-
$269,858,489
-
Value change
-
+$53,067,950
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Number of buys
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61
-
Number of sells
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-16
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Price
-
$20.65
Significant Holders of FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) as of Q3 2021
84 filings reported holding FPEI - FIRST TR EXCH TRADED FD III - INSTL PFD SECS as of Q3 2021.
FIRST TR EXCH TRADED FD III - INSTL PFD SECS (FPEI) has 82 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13,068,224 shares
.
Largest 10 shareholders include MORGAN STANLEY (2,728,392 shares), BANK OF AMERICA CORP /DE/ (1,508,264 shares), UBS Group AG (1,138,179 shares), Essex LLC (686,361 shares), Jaffetilchin Investment Partners, LLC (649,857 shares), Cherry Creek Investment Advisors, Inc. (401,722 shares), LPL Financial LLC (400,112 shares), Elevated Capital Advisors, LLC (349,937 shares), WELCH & FORBES LLC (348,576 shares), and WealthTrust Asset Management, LLC (331,440 shares).
This table shows the top 82 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.